James
Johnston

The Colony Group, LLC

CRD#7307631
Investment Advisor
in Boston, MA

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About this Advisor

James Johnston is a financial advisor based in Boston, Massachusetts, working with The Colony Group, LLC. James has previously held positions at The Colony Group, LLC, Depuy Synthes, Kahn, Litwin, Renza & Co., LTD, and Northeastern University. James is registered to provide services in Massachusetts. Currently, James is part of The Colony Group, LLC, which operates out of Boston, Massachusetts. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

One Boston Place, 11Th Floor 201 Washington Street
Boston, MA 02108

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The Colony Group, LLC Brokerage Details

Total Assets Under Management

$21,472,648,180

MA Average: $16,012,751,954
Total Number of Employees

549

MA Average: 118
Total Number of Accounts

20,909

MA Average: 4,567
Average Account Size

$1,026,957

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

James Johnston Work History

2016 - Present (8 years)

The Colony Group, LLC

2015 - 2015 (< 1 year)

Depuy Synthes

2013 - 2014 (1 year)

Kahn, Litwin, Renza & Co., LTD

2011 - 2015 (4 years)

Northeastern University

Disclosures

Please visit the SEC profile of James Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Colony Group, LLC

Lori Stanger
Boston, MA
Nikol Tennant
Boca Raton, FL
Daniel Lopez
Miami, FL
Rebecca Verr
Scottsdale, AZ
William Masse
Babylon, NY
Mary Susan Van Bergen
Boca Raton, FL
Daniel Tisser
Babylon, NY
Giancarlo Plati
Newton Center, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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